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Priority
Response for
M&A Firms and Intermediaries
If you
represent a buyer who may be interested in a business represented by our
firm, please first present the Acquisition Profile which can be found on
the Acquisitions Available page to your buyer.
If there is continued interest, please provide the following for a
prioritized and expedited response. We will then respond with a very
detailed Confidential Memorandum on the business.
We are
open to co-brokering, however we are not interested in brokers who wish to
re-market our clients.
For a prioritized and expedited response, please provide the following:
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Intermediary
Confidentiality and Representations Agreement
[Download]
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Overview/Profile
of your Buyer
– For corporations, this may be an executive summary. For
equity groups and other investors, this may be a more targeted profile
or acquisition summary. For individuals, this may include resumes or
management bios.
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Confidentiality
and Representations Agreement – If you have a blanket
confidentiality and/or non-disclosure agreement on file from your
buyer that would apply to this opportunity, please provide a copy.
Otherwise, please have your buyer sign and return the following form.
(Note: we reserve the right to approve/disapprove any blanket
confidentiality agreement provided and may require the following form
in addition to any other form provided)
[Download]
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Financial
Information – In order to present a business for
consideration, including detailed financial information on the
business, we must first receive the customary and reasonable financial
information about your buyer. The format is less important that the
content, which should demonstrate your buyer's ability to purchase or
finance the targeted acquisition. This may be company financial
statements, letters from investors, a summary of prior acquisition
history and financial strength, or equity/investor financial profiles.
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Upon
receipt of the above information, we will promptly respond with a detailed
information package on the target company and move toward any conference
calls or meetings as appropriate.
If you
have any questions, please contact Christina Kinzer at 301-840-3847. Otherwise,
please fax the information listed above to:
Attention:
Christina Kinzer
Fax:
301-840-3864
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